A Simple Note-Taking System Every Founder Should Use

As a founder, you make decisions, juggle priorities, and drive your vision forward daily. If you try to hold everything in your head, it is only a matter of time before things start slipping.

You don’t need a complicated system. Simple productivity systems help you capture, process, and act on what matters.

Want help building simple, powerful systems for your business? Schedule a Discovery Call and we’ll help you design one.


The Problem: Most Note-Taking Systems Overcomplicate the Process

There are common issues with how founders organize notes.

  • They chase the perfect app or template
  • They waste time organizing instead of capturing
  • They get stuck trying to format before thinking

The result? Missed ideas, mental clutter, and lost momentum.

You don’t need a perfect system. Simple productivity systems capture ideas and move them into action.


Best Note-Taking Method for Entrepreneurs: One Tool, Total Focus

I use a simple pocket notebook for 90% of my note-taking.

I find the best note-taking method for entrepreneurs is Field Notes or a basic spiral-bound Twan notebook (inspired by Sam Altman). It is rough, quick, and built for action.

Everything goes into it:

  • Ideas
  • Tasks
  • Quick drafts
  • Reminders
  • Meeting notes

No formatting. No overthinking. Capture first, organize later.


Key Founder Productivity Tips

1. Don’t Take Notes When You Can Record

Thanks to AI, there is a better way to capture conversations.

I run transcripts on every sales call, demo, and internal meeting using AI tools.
You should always have an LLM (large language model) “in the room” with you to keep your notebook focused on decisions and actions, not on trying to capture every word.


2. Stick to a Pocket Notebook

The small size is a feature, not a bug.

A pocket notebook forces you to:

  • Write briefly
  • Capture the essentials
  • Stay focused on action, not endless journaling

Bigger notebooks invite clutter. Small ones force clarity.

Read More: Why Founders Struggle with Sales and Business Development


3. Process Your Notes Weekly

Every week, review and process everything you captured:

  • Move tasks into your project management system
  • Drop strategic ideas into your Spark File or Content Database
  • Archive or trash anything no longer useful

The goal is not storage. It’s to fuel action, content, decisions, and strategies.


Simple Workflow: Capture → Process → Create Value

Here’s the full note-taking system:

  1. Capture everything fast, without worrying about structure
  2. Record critical conversations using AI tools
  3. Process your notes once a week into your real systems
  4. Create deliverables, strategies, and actions from your notes

These founder productivity tips keep you moving forward without clutter or confusion.


Notes Are Only Valuable If They Drive Action

Founders do not need perfect notes. They need momentum.

  • Capture quickly
  • Process regularly
  • Turn notes into action

If you follow this simple system for how founders organize notes, you stay focused, move faster, and never lose your best ideas again.

Additional Resources

→ My Lead Generation Reading List

$100M Offers by Alex Hormozi

$100M Leads by Alex Hormozi

Expert Secrets by Russell Brunson

The Art and Business of Writing by Nicolas Cole

Founder Brand by Dave Gerhardt

Predictable Revenue by Aaron Ross & Marylou Tyler

The Challenger Sale by Matthew Dixon & Brent Adamson

→ My Sales & Marketing Stack

Notion (Productivity)

Close (My CRM)


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